Alphabet's financial report surpassed expectations and a $70 billion stock buyback plan boosted the stock price, with the technology sector leading the charge.

Taiwan • Business • 04/25 21:30
Alphabet's financial report surpassed expectations and a $70 billion stock buyback plan boosted the stock price, with the technology sector leading the charge.

In the last week of April 2025, Alphabet Inc. (NASDAQ: GOOGL) experienced a stock price increase of over 4% due to first-quarter earnings that exceeded expectations and a $70 billion stock buyback plan, which drove the S&P 500 index to close higher for four consecutive days as the technology sector strengthened. The company's growth momentum in AI and cloud businesses has earned it a spot on market observers' "bullpen" list, highlighting its relative advantage in the current market environment.

Key Updates

04/27 23:01

The easing of US-China trade tensions has boosted global stock markets, with AI stocks driving the Philadelphia Semiconductor Index to a record high.

Tensions in US-China trade relations have eased, leading to a rebound in global stock markets. On April 25, the four major US stock indices rose, with technology stocks leading the gains. The Philadelphia Semiconductor Index hit a new high, and AI stocks, such as Nvidia, performed impressively. European stock markets rose simultaneously, with the pan-European STOXX 600 Index reaching its highest level in three weeks and the UK's FTSE 100 Index achieving its longest winning streak since 2019. The market is optimistic about the improvement in US-China trade relations, and strong demand in the AI industry is also boosting semiconductor stocks.

04/26 14:00

U.S. stocks might be heading for a bull market: Zweig Breadth Thrust indicator is nearing a trigger point, suggesting a potential rise over the next 6 to 12 months.

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04/26 06:31

The US Stock Market Recovery: Five Signals Show the End of Sell-Off Caused by Tariffs.

After several weeks of volatility caused by uncertainty over tariff policies, the U.S. stock market has recently shown several signs of improving sentiment, indicating that the wave of sell-offs might be over. Major stock indices have been rising consecutively, global stock funds have seen a net inflow of capital, the risk premium on high-yield bonds has narrowed, risk assets have gained traction, and technical indicators suggest improved market momentum. Together, these factors indicate that the market is gradually stabilizing.

04/26 02:00

Tesla and Apple both receive a buy rating, with Tesla's target price set at $350 and Apple's at $250, with tariffs having a limited impact.

The U.S. easing of self-driving car regulations has pushed Tesla's stock price up by 18% this week. Analysts have issued a "buy" rating with a target price of $350, and there are plans to expand self-driving taxi services to multiple cities. Apple is facing tariff uncertainties, but analysts are maintaining an "outperform" rating with a target price of $250 due to its adjustments in the supply chain and a stable outlook for product demand.

04/25 23:01

Tech stocks propel US markets to a four-day winning streak, as Trump eases regulations on self-driving cars, causing Tesla's stock price to soar nearly 10%.

On April 26, 2025, the major U.S. stock indices closed higher for the fourth day in a row, driven by tech stocks. The S&P 500, Nasdaq, and Dow Jones indices all rose this week, with tech giants performing exceptionally well. Tesla's stock price jumped 9.8% in one day due to the Trump administration easing self-driving car regulations. This policy change is intended to boost innovation in self-driving technology and strengthen the United States' standing in global competition.

04/25 21:30

Alphabet's financial report surpassed expectations and a $70 billion stock buyback plan boosted the stock price, with the technology sector leading the charge.

In the last week of April 2025, Alphabet Inc. (NASDAQ: GOOGL) experienced a stock price increase of over 4% due to first-quarter earnings that exceeded expectations and a $70 billion stock buyback plan, which drove the S&P 500 index to close higher for four consecutive days as the technology sector strengthened. The company's growth momentum in AI and cloud businesses has earned it a spot on market observers' "bullpen" list, highlighting its relative advantage in the current market environment.

04/25 18:32

2025 Turmoil in the U.S. Airline Industry: Budget Airlines Revamp Business Models to Tackle Economic Challenges

At the beginning of 2025, the U.S. airline industry, amid economic uncertainty and the escalating U.S.-China trade war, saw major airlines reduce their financial forecasts and cut flights. Low-cost carriers such as Spirit, Frontier, and Southwest were hit particularly hard and are shifting towards providing high value-added services to address the decline in demand. This shift reflects changes in market dynamics and the survival strategies of low-cost carriers.

04/25 18:32

Ed Yardeni, a senior market strategist, predicts a robust recovery for the U.S. market throughout the 2020s.

In April 2025, senior market strategist Ed Yardeni pointed out that despite trade tensions and policy uncertainties, the U.S. market might experience a strong recovery reminiscent of the "Roaring Twenties" of the 1920s. This perspective is based on recent stock market gains, a more moderate policy tone, and the resilience of economic fundamentals. If the policy environment stabilizes, the market is expected to get back on its post-pandemic growth path. The U.S. unemployment rate is low, consumer confidence is stable, and the shift in policy tone has also prompted a market rebound. The Federal Reserve might lower interest rates to counter the economic slowdown, and UBS recommends reallocating assets towards the euro, yen, and gold to manage volatility.

04/25 15:04

New York Stock Exchange Trader Tuchman: Using Technical Analysis to Stabilize Market Operations Amidst Turbulent White House Policies

Peter Tuchman, a senior trader at the New York Stock Exchange, has profited amidst the White House's policy chaos by using technical analysis and short-term trading strategies. He criticized the White House's unpredictable policies as "economic terrorism" and advised traders to scale down their positions, set stop-loss orders, and use technical indicators such as the Advance-Decline Indicator, RSI, and EMA to navigate market volatility. Tuchman emphasized the importance of risk management and suggested that long-term investors should hold off and buy on dips.

04/25 15:04

Disagreements in US-China trade talks are causing market uncertainty, resulting in early volatility in US stocks, and tech stocks showing mixed results.

On April 25, 2025, there was a discrepancy in the US-China trade negotiations. President Donald Trump claimed that talks had begun, while Chinese officials denied it, resulting in cautious market sentiment. In early trading, US stocks fell, with the Dow Jones Industrial Average dropping 204 points and the Philadelphia Semiconductor Index down 0.5%. TSMC ADRs fell 0.9%, Nvidia rose 1.3%, Alphabet increased 2.9% on strong earnings, and Intel dropped 8.2% on poor financial forecasts.

Financial Report Exceeds Expectations, Alphabet Shows Resilience in Diverse Businesses

Alphabet released its first-quarter 2025 financial report this week, showing revenue and profit exceeding market expectations. According to reports, all major business segments of Alphabet showed strong growth, particularly in advertising and cloud services. A Deutsche Bank analyst noted, "Despite bearish market sentiment, weak data signals, regulatory pressure, increased competition, and macroeconomic concerns, Alphabet delivered an impeccable financial report, with all major business segments showing strong growth, leaving short sellers surprised."

Additionally, Alphabet announced a $70 billion share repurchase program, which the market interpreted as strong confidence in the company's future cash flow and shareholder return capabilities. Following the announcement, Alphabet's stock price rose 1.68% in a single day, closing at $161.96 per share, and continued to climb throughout the week.

Continued Growth Momentum in AI and Cloud Businesses

In the financial report, Alphabet reiterated its strategy of actively promoting artificial intelligence (AI) development and emphasized that AI technology will continue to drive growth in its cloud and advertising businesses. This aligns with market expectations for expanding AI application demand, especially against the backdrop of rising demand for data centers and AI chips.

According to reports, Alphabet's cloud division, Google Cloud, outperformed expectations in revenue this quarter, indicating its continued expansion of market share in the trend of enterprise digital transformation. This also made Alphabet one of the leaders in the tech stock rebound this week, along with tech giants like Nvidia, Amazon, and Microsoft, collectively driving the Nasdaq index to a weekly gain of over 6%.

Market Reaction and Stock Performance

After Alphabet's financial report was released, major U.S. stock indices closed higher across the board. The S&P 500 index rose for the fourth consecutive trading day, marking the longest streak since January 2025. Alphabet's strong performance not only boosted the overall tech sector but also became a key factor in the resurgence of investor confidence.

According to Yahoo Finance, Alphabet's stock price rose over 4% this week, making it one of the standout components of the S&P 500 index. Its stock performance also drove other tech giants to rise in tandem, including Meta, Amazon, Microsoft, and Apple.

Reasons for Being Listed in the Bull List

According to CNBC Investing Club, Alphabet was listed in this week's "Bull List" based on the following facts:

  1. Financial Report Exceeds Expectations: First-quarter revenue and profit exceeded market expectations, indicating a solid company foundation.
  2. Share Repurchase Program: The $70 billion buyback plan sends a strong capital allocation signal, enhancing market confidence in its shareholder return capabilities.
  3. Growth in AI and Cloud Businesses: The company reiterated its AI development strategy and demonstrated continued expansion capabilities in the cloud business.
  4. Positive Market Reaction: The stock price continued to rise after the financial report was released, strengthening the overall tech sector.

These factors collectively form the specific reasons for Alphabet's inclusion in the Bull List, reflecting its relative advantage in the current market environment.

Other Market Observations: Tech Stocks Broad Recovery

Besides Alphabet, tech stocks overall performed strongly this week. Large tech companies like Nvidia, Tesla, and Amazon all saw significant rebounds in their stock prices. According to Yahoo Finance, the strong performance of tech stocks led the Nasdaq index to rise over 8% in the past three trading days, while the S&P 500 index rose over 6%.

This wave of rebound was mainly driven by the following factors:

  • Federal Reserve officials signaled the possibility of interest rate cuts as early as this summer;
  • A slight easing in trade negotiation tensions between the U.S. and China;
  • Investors reassessing the growth potential of AI and cloud businesses.

In this market context, Alphabet's performance was particularly outstanding, making it one of the week's most closely watched tech stocks.

References

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